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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,159 | $51,638+113.3% | $68,368+61.1% | $82,448+33.6% |
| Participation rate | 42.6% | 63.6%-21.0pp | 73.8%-31.2pp | 68.1%-25.5pp |
| Annual return | 11.00% | 37.53%-26.5pp | 292.57%-281.6pp | 41.64%-30.6pp |
| Employer contribution / active EE | $394 | $2,047-80.7% | $2,649-85.1% | $2,551-84.5% |
| Participant deferral / active EE | $2,073 | $2,914-28.9% | $4,123-49.7% | $4,139-49.9% |
| Admin fee / account holder | $3,448 | $4,643-25.7% | $5,150-33.0% | $7,234-52.3% |